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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Service code 28 · EIN 13-2544634 | Investment Management | $375,159 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $356,004 |
Service code 28 · EIN 13-3257590 | Investment Management | $304,512 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $215,000 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $191,723 |
LOCAL 68 ENG UNION WELFARE FD6+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $149,557 |
LOCAL 68 ENG UNION EDUCATION FD6+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $105,208 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 | Securities Custodian | $71,654 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $71,596 |
CHRISTOPHER RUTON4 years Service code 30 · EIN 22-6289939 | Employee (plan) | $27,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,033 | $122,114+13.0% | $96,188+43.5% | $101,555+35.9% |
| Participation rate | 100.0% | 40.2%+59.8pp | 68.4%+31.6pp | 74.5%+25.5pp |
| Annual return | 23.08% | 22.60%+0.5pp | 192.12%-169.0pp | 21.00%+2.1pp |
| Employer contribution / active EE | $6,507 | $938+593.6% | $2,800+132.4% | $2,972+118.9% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $4,350-100.0% | $4,874-100.0% |
| Admin fee / account holder | $291 | $1,652-82.4% | $5,538-94.7% | $139+108.9% |